Becca Balint
U.S. Representative, Vermont at large (VT00)
Latest disclosure April 30, 2026: Annual report (FD Original) for 2025, filing 10075825.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10075825.
As of April 30, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| NULG | Elizabeth Wohl IRA ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) EF | Spouse | $100,001 - $250,000 | p. 5 |
| BTMFX | Elizabeth Wohl IRA ⇒ Boston Trust Midcap Fund (BTMFX) MF | Spouse | $50,001 - $100,000 | p. 4 |
| PRBLX | Elizabeth Wohl IRA ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX) MF | Spouse | $50,001 - $100,000 | p. 5 |
| MVIAX | Elizabeth Wohl IRA ⇒ Praxis Value Index Fund, Class A Shares (MVIAX) MF | Spouse | $50,001 - $100,000 | p. 5 |
| PORTX | Elizabeth Wohl IRA ⇒ Trillium ESG Global Equity Fund Investor (PORTX) MF | Spouse | $50,001 - $100,000 | p. 5 |
| BTMFX | Balint & Wohl- Joint WROS ⇒ Boston Trust Midcap Fund (BTMFX) MF | Joint | $15,001 - $50,000 | p. 1 |
| NULG | Balint & Wohl- Joint WROS ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) EF | Joint | $15,001 - $50,000 | p. 2 |
| PRBLX | Balint & Wohl- Joint WROS ⇒ Parnassus Core Equity Fund-Investor Shares (PRBLX) MF | Joint | $15,001 - $50,000 | p. 2 |
| MVIAX | Balint & Wohl- Joint WROS ⇒ Praxis Value Index Fund, Class A Shares (MVIAX) MF | Joint | $15,001 - $50,000 | p. 2 |
| PORTX | Balint & Wohl- Joint WROS ⇒ Trillium ESG Global Equity Fund Investor (PORTX) MF | Joint | $15,001 - $50,000 | p. 2 |
| CFAIX | Elizabeth Wohl IRA ⇒ Calvert Conservative Allocation Fund Class I (CFAIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| CVMIX | Elizabeth Wohl IRA ⇒ Calvert Emerging Markets Equity Fund Class I (CVMIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| CUBIX | Elizabeth Wohl IRA ⇒ Calvert Flexible Bond Fund Class I (CUBIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| CSVIX | Elizabeth Wohl IRA ⇒ Calvert Small Cap Fund Class I (CSVIX) MF | Spouse | $15,001 - $50,000 | p. 4 |
| AFRYX | Elizabeth Wohl IRA ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| ESGD | Elizabeth Wohl IRA ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Spouse | $15,001 - $50,000 | p. 5 |
| NCRLX | Elizabeth Wohl IRA ⇒ Neuberger Berman Core Bond Institutional Class (NCRLX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| BAFWX | Elizabeth Wohl Roth IRA ⇒ Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| CFJIX | Elizabeth Wohl Roth IRA ⇒ Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| GSIEX | Elizabeth Wohl Roth IRA ⇒ Goldman Sachs International Equity ESG Fund - Institutional Shares (GSIEX) MF | Spouse | $15,001 - $50,000 | p. 5 |
| PSOAX | Lincoln Financial - Brattleboro Retreat 403(b) ⇒ JPMorgan Small Cap Value A (PSOAX) MF | Spouse | $15,001 - $50,000 | p. 6 |
| TRRDX | Lincoln Financial - Brattleboro Retreat 403(b) ⇒ T. Rowe Price Retirement 2040 Fund (TRRDX) MF | Spouse | $15,001 - $50,000 | p. 6 |
| BAFWX | Rebecca Balint Roth IRA ⇒ Brown Advisory Sustainable Growth Fd Inst Shs (BAFWX) MF | Member | $15,001 - $50,000 | p. 7 |
| CFJIX | Rebecca Balint Roth IRA ⇒ Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) MF | Member | $15,001 - $50,000 | p. 7 |
| GSIEX | Rebecca Balint Roth IRA ⇒ Goldman Sachs International Equity ESG Fund - Institutional Shares (GSIEX) MF | Member | $15,001 - $50,000 | p. 7 |
| CFAIX | Balint & Wohl- Joint WROS ⇒ Calvert Conservative Allocation Fund Class I (CFAIX) MF | Joint | $1,001 - $15,000 | p. 1 |
| CVMIX | Balint & Wohl- Joint WROS ⇒ Calvert Emerging Markets Equity Fund Class I (CVMIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| CUBIX | Balint & Wohl- Joint WROS ⇒ Calvert Flexible Bond Fund Class I (CUBIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| CSVIX | Balint & Wohl- Joint WROS ⇒ Calvert Small Cap Fund Class I (CSVIX) MF | Joint | $1,001 - $15,000 | p. 2 |
| AFRYX | Balint & Wohl- Joint WROS ⇒ Invesco Floating Rate ESG Fund Class Y (AFRYX) MF | Joint | $1,001 - $15,000 | p. 2 |
| ESGD | Balint & Wohl- Joint WROS ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Joint | $1,001 - $15,000 | p. 2 |
| BGRN | Balint & Wohl- Joint WROS ⇒ iShares USD Green Bond ETF (BGRN) EF | Joint | $1,001 - $15,000 | p. 2 |
| NCRLX | Balint & Wohl- Joint WROS ⇒ Neuberger Berman Core Bond Institutional Class (NCRLX) MF | Joint | $1,001 - $15,000 | p. 2 |
| BEXIX | DC 1 Education Trust ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CSCZX | DC 1 Education Trust ⇒ Columbia Small Cap Value Fund I Class I (CSCZX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| FBKWX | DC 1 Education Trust ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| JRAIX | DC 1 Education Trust ⇒ Janus Henderson Research Fund - I Shares (JRAIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| JVLIX | DC 1 Education Trust ⇒ John Hancock Fds III Disciplined Value Fund Class I (JVLIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| WOBDX | DC 1 Education Trust ⇒ JPMorgan Core Bond Fund I Class (WOBDX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| MCVIX | DC 1 Education Trust ⇒ MFS Mid Cap Value Fund - Class I (MCVIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| TROIX | DC 1 Education Trust ⇒ T. Rowe Price Overseas Stock Fund - I Class (TROIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| HGOYX | DC 1 Education Trust ⇒ The Hartford Growth Opportunities Fund - Class Y (HGOYX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| TEGYX | DC 1 Education Trust ⇒ Touchstone Mid Cap Growth Class Y (TEGYX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| BEXIX | DC 2 Education Trust ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CSCZX | DC 2 Education Trust ⇒ Columbia Small Cap Value Fund I Class I (CSCZX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| FBKWX | DC 2 Education Trust ⇒ Fidelity Advisor Total Bond Fund: Class Z (FBKWX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| JRAIX | DC 2 Education Trust ⇒ Janus Henderson Research Fund - I Shares (JRAIX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| JVLIX | DC 2 Education Trust ⇒ John Hancock Fds III Disciplined Value Fund Class I (JVLIX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| WOBDX | DC 2 Education Trust ⇒ JPMorgan Core Bond Fund I Class (WOBDX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| MCVIX | DC 2 Education Trust ⇒ MFS Mid Cap Value Fund - Class I (MCVIX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| TROIX | DC 2 Education Trust ⇒ T. Rowe Price Overseas Stock Fund - I Class (TROIX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| HGOYX | DC 2 Education Trust ⇒ The Hartford Growth Opportunities Fund - Class Y (HGOYX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| TEGYX | DC 2 Education Trust ⇒ Touchstone Mid Cap Growth Class Y (TEGYX) MF | Dependent child | $1,001 - $15,000 | p. 4 |
| BGRN | Elizabeth Wohl IRA ⇒ iShares USD Green Bond ETF (BGRN) EF | Spouse | $1,001 - $15,000 | p. 5 |
| BOSOX | Elizabeth Wohl Roth IRA ⇒ Boston Trust Walden Small Cap Fund (BOSOX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| BAISX | Elizabeth Wohl Roth IRA ⇒ Brown Advisory Sustainable Bond Fund - Institutional Shares (BAISX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| CGBIX | Elizabeth Wohl Roth IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) MF | Spouse | $1,001 - $15,000 | p. 5 |
| HHHYX | Elizabeth Wohl Roth IRA ⇒ Hartford Schroders Emerging Markets Equity Fund Class Y (HHHYX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| TSBIX | Elizabeth Wohl Roth IRA ⇒ Nuveen Core Impact Bond Fund R6 (TSBIX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| PRILX | Elizabeth Wohl Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| PFPMX | Elizabeth Wohl Roth IRA ⇒ Parnassus Mid Cap Fund - Institutional Shares (PFPMX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| PLDIX | Elizabeth Wohl Roth IRA ⇒ PIMCO Low Duration ESG Fund Institutional Class (PLDIX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| RGHYX | Elizabeth Wohl Roth IRA ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| VBIRX | Lincoln Financial - Brattleboro Retreat 403(b) ⇒ Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) MF | Spouse | $1,001 - $15,000 | p. 6 |
| FCNYX | Rebecca Balint IRA ⇒ Fidelity Advisor Conservative Income Bond Fund - Class Z (FCNYX) MF | Member | $1,001 - $15,000 | p. 6 |
| FSGGX | Rebecca Balint IRA ⇒ Fidelity Global ex U.S. Index Fund (FSGGX) MF | Member | $1,001 - $15,000 | p. 7 |
| FSPGX | Rebecca Balint IRA ⇒ Fidelity Large Cap Growth Index Fund (FSPGX) MF | Member | $1,001 - $15,000 | p. 7 |
| FLCOX | Rebecca Balint IRA ⇒ Fidelity Large Cap Value Index Fund (FLCOX) MF | Member | $1,001 - $15,000 | p. 7 |
| FSMDX | Rebecca Balint IRA ⇒ Fidelity Mid Cap Index Fund (FSMDX) MF | Member | $1,001 - $15,000 | p. 7 |
| FSSNX | Rebecca Balint IRA ⇒ Fidelity Small Cap Index Fund (FSSNX) MF | Member | $1,001 - $15,000 | p. 7 |
| FXNAX | Rebecca Balint IRA ⇒ Fidelity U.S. Bond Index Fund (FXNAX) MF | Member | $1,001 - $15,000 | p. 7 |
| BOSOX | Rebecca Balint Roth IRA ⇒ Boston Trust Walden Small Cap Fund (BOSOX) MF | Member | $1,001 - $15,000 | p. 7 |
| BAISX | Rebecca Balint Roth IRA ⇒ Brown Advisory Sustainable Bond Fund - Institutional Shares (BAISX) MF | Member | $1,001 - $15,000 | p. 7 |
| CGBIX | Rebecca Balint Roth IRA ⇒ Calvert Green Bond Fund Class I (CGBIX) MF | Member | $1,001 - $15,000 | p. 7 |
| HHHYX | Rebecca Balint Roth IRA ⇒ Hartford Schroders Emerging Markets Equity Fund Class Y (HHHYX) MF | Member | $1,001 - $15,000 | p. 7 |
| TSBIX | Rebecca Balint Roth IRA ⇒ Nuveen Core Impact Bond Fund R6 (TSBIX) MF | Member | $1,001 - $15,000 | p. 8 |
| PRILX | Rebecca Balint Roth IRA ⇒ Parnassus Core Equity Fund-Institutional Shares (PRILX) MF | Member | $1,001 - $15,000 | p. 8 |
| PFPMX | Rebecca Balint Roth IRA ⇒ Parnassus Mid Cap Fund - Institutional Shares (PFPMX) MF | Member | $1,001 - $15,000 | p. 8 |
| PLDIX | Rebecca Balint Roth IRA ⇒ PIMCO Low Duration ESG Fund Institutional Class (PLDIX) MF | Member | $1,001 - $15,000 | p. 8 |
| RGHYX | Rebecca Balint Roth IRA ⇒ RBC BlueBay High Yield Bond Fund Class I (RGHYX) MF | Member | $1,001 - $15,000 | p. 8 |
| MFEIX | DC 1 Education Trust ⇒ MFS Growth Fund Class I (MFEIX) MF | Dependent child | None | p. 3 |
| MFEIX | DC 2 Education Trust ⇒ MFS Growth Fund Class I (MFEIX) MF | Dependent child | None | p. 4 |
| FFFFX | Fidelity Inc. 401k ⇒ Fidelity Freedom 2040 (FFFFX) MF | Spouse | None | p. 6 |
11 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- April 30, 2026 Annual report (FD Original) (2025), filing 10075825 itemised above
- May 6, 2025 Annual report (FD Original) (2024), filing 10066161
Discussion
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